*Walter Bloomberg(@DeItaone):$AAPL - MORGAN STANLEY SEES “APPLE AI” BULL CASE STRENGTHENING Morgan Stanley analyst Erik Woodring maintains Overweight with a $360 price target, saying Apple’s latest launches represent a major step-up in innovation. He sees the iPhone Duo as Apple’s most innovative device in years, while stronger iPhone 18 Pro upgrades and broader Apple Intelligence integration could accelerate replacements. With 57% of iPhone users on devices older than the iPhone 15 Pro, Woodring sees potential for multiple years of above-trend growth.

2026.09.10 12:08

$AAPL - MORGAN STANLEY SEES “APPLE AI” BULL CASE STRENGTHENING Morgan Stanley analyst Erik Woodring maintains Overweight with a $360 price target, saying Apple’s latest launches represent a major step-up in innovation. He sees the iPhone Duo as Apple’s most innovative device in years, while stronger iPhone 18 Pro upgrades and broader Apple Intelligence integration could accelerate replacements. With 57% of iPhone users on devices older than the iPhone 15 Pro, Woodring sees potential for multiple years of above-trend growth.